Sundaram Small Cap Fund - Growth - Direct Plan

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  • Net Change on 29-05-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

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Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Small Cap Fund - Direct Plan - Growth Option -2.90 -28.01 -32.57 -13.85 -3.26 7.61
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Small Cap Fund - Direct Plan - Growth Option Jan 02, 2013 Unrated -32.57 -13.85 -3.26 1.58 833.51
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated -24.90 -4.43 5.98 1.19 6,994.88
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 -36.07 -6.43 3.07 0.88 6,834.98
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -34.51 -11.68 -0.51 1.08 4,900.37
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -31.74 -9.29 3.81 0.93 4,267.86
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated -23.79 -9.74 1.90 1.10 3,973.08

Fund Holdings as on 30-April-2020

  • Navin Fluorine International Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Tube Investments of India Ltd

  • JK Cement Ltd

  • Timken India Ltd

  • HeidelbergCement India Ltd

  • Amrutanjan Health Care Ltd

  • TREPS

  • The India Cements Ltd

  • V-Guard Industries Ltd

  • INOX Leisure Ltd

  • Westlife Development Ltd

  • Laurus Labs Ltd

  • Heritage Foods Ltd

  • NRB Bearing Ltd

  • Brigade Enterprises Ltd

  • Ramco Industries Ltd

  • DCB Bank Ltd

  • Thyrocare Technologies Ltd

  • Kalpataru Power Transmission Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Century Plyboards (India) Ltd

  • Indoco Remedies Ltd

  • ISGEC Heavy Engineering Ltd

  • LG Balakrishnan & Bros Ltd

  • Praj Industries Ltd

  • KSB Ltd

  • Neogen Chemicals Ltd

  • TD Power Systems Ltd

  • Rane Holdings Ltd

  • Sanofi India Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Astra Microwave Products Ltd

  • KEI Industries Ltd

  • Ujjivan Small Finance Bank Ltd

  • Take Solutions Ltd

  • Ingersoll Rand (India) Ltd

  • Star Cement Ltd

  • HSIL Ltd

  • Raymond Ltd

  • KPIT Technologies Ltd

  • Somany Home Innovation Ltd

  • ITD Cementation India Ltd

  • Himatsingka Seide Ltd

  • MM Forgings Ltd

  • Lemon Tree Hotels Ltd

  • Healthcare Global Enterprises Ltd

  • Cholamandalam Financial Holdings Ltd

  • Asian Granito India Ltd

  • Capacite Infraprojects Ltd

  • Sandhar Technologies Ltd

  • Amar Raja Batteries Ltd

  • Cash and Other Net Current Assets

  • Butterfly Gandhimathi Appliances Ltd

  • Quess Corp Ltd

  • Rallis India Ltd

  • VA Tech Wabag Ltd

  • Arvind Fashions Ltd

  • CSB Bank Ltd

  • Magma Fincorp Ltd

  • Khadim India Ltd

  • Kennametal India Ltd

  • TCNS Clothing Co. Ltd

  • Hindustan Dorr-Oliver Ltd

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  • Cement & Construction Materials

  • Chemicals

  • Pharmaceuticals & Drugs

  • Bearings

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Cycles

  • Electric Equipment

  • Miscellaneous

  • Bank - Private

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Film Production, Distribution & Entertainment

  • Finance - Others

  • Consumer Food

  • Auto Ancillary

  • Finance - Investment

  • IT - Software

  • Hospital & Healthcare Services

  • Transmission Towers / Equipments

  • Wood & Wood Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Durables - Domestic Appliances

  • Travel Services

  • Telecommunication - Equipment

  • Cable

  • Compressors / Pumps

  • Textile - Weaving

  • Textile

  • Engineering - Construction

  • Forgings

  • Retailing

  • Batteries

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • Engineering

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Fund Manager

  • Cash

  • Equity

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About Sundaram Small Cap Fund

Scheme Analysis

Sundaram Small Cap Fund is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹833.51 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended up ₹0.89(1.52%)yesterday to ₹59.462.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, and

The Sundaram Small Cap Fund is managed by S. Krishnakumar .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156